Equity Investment Product Manager
About The Position
The Equity Investment Product Manager serves as an equity subject matter expert and thought partner for Capital Group’s Institutional business. The role strengthens how investment capabilities are understood and positioned with clients, prospects, consultants, and internal partners. It works closely with Institutional Sales, Product, Marketing, Asset Class Services (ACS), Investments, Operations, Legal, and other partners to translate investment expertise, portfolio developments, market trends, competitive intelligence, and client needs into clear product positioning, insights, and client conversations. The position develops and enhances content and analysis for Institutional client engagement and business development, including pitchbooks, portfolio commentary, marketplace and competitive insights, strategic and client-specific presentations, and investment-related materials. It contributes marketplace expertise to equity product initiatives and Institutional opportunities, supports relationship managers and the RFP team with investment-related inputs, and helps promote a consistent understanding of Capital Group’s equity strategies, portfolio developments, competitive positioning, and Institutional client needs.
Requirements
- At least 7 years of experience in equity investments, investment product, institutional sales support, capital markets, asset management, or a related investment role.
- Strong knowledge of equity and capital markets, investment strategies, and the institutional investor landscape.
- Exceptional communication and content development skills, including the ability to translate complex investment concepts, portfolio insights, and market developments into compelling content for sophisticated investment audiences.
- Experience partnering with investment professionals and sales teams to translate investment expertise into relevant client conversations and position investment solutions.
- Strong project management, presentation, and stakeholder management skills.
- Initiative, intellectual curiosity, and sound judgment, with the ability to learn quickly, navigate ambiguity, and work effectively in a complex, matrixed organization.
- Strong analytical capabilities, including researching market developments, identifying patterns, and synthesizing quantitative and qualitative insights.
- Ability to thrive in a collaborative environment and partner across Sales, Product, Marketing, Investments, and Operations.
- Interest and ability to develop deep insight into products, institutional clients, the competitive landscape, and investment-industry trends.
Nice To Haves
- CFA designation or progress toward the CFA.
- Graduate degree or MBA.
Responsibilities
- Serve as an equity subject matter expert and thought partner for Capital Group’s Institutional business.
- Work with Institutional Sales, Product, Marketing, Asset Class Services, Investments, Operations, Legal, and other partners to translate investment expertise, portfolio developments, market trends, competitive intelligence, and client needs into product positioning, insights, and client conversations.
- Develop and enhance content and analysis for Institutional client engagement and business development, including pitchbooks, portfolio commentary, marketplace and competitive insights, strategic and client-specific presentations, and investment-related materials.
- Contribute marketplace expertise to equity product initiatives and Institutional opportunities.
- Support relationship managers and the RFP team with investment-related inputs for RFPs, RFIs, consultant questionnaires, and databases.
- Help ensure a consistent understanding across the organization of Capital Group’s equity strategies, portfolio developments, competitive positioning, and Institutional client needs.
Benefits
- Competitive salary.
- Individual annual performance bonus.
- Capital annual profitability bonus.
- Retirement plan with a company contribution of 15% of eligible earnings.
- Generous time away and health benefits from day one.
- Opportunity for flexible work options.
- 2-for-1 matching gifts for charitable contributions and opportunity to secure annual grants for organizations.
- On-demand professional development resources.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
